ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $59,283 | -99.9% | 815 | 0.0% | 0.05% | +4.4% |
Q2 2022 | $57,221,000 | -9.5% | 815 | 0.0% | 0.04% | +15.4% |
Q1 2022 | $63,219,000 | -26.6% | 815 | -23.5% | 0.04% | -22.0% |
Q4 2021 | $86,158,000 | +9.9% | 1,065 | 0.0% | 0.05% | +2.0% |
Q2 2021 | $78,394,000 | +6.4% | 1,065 | 0.0% | 0.05% | +2.1% |
Q1 2021 | $73,687,000 | -35.8% | 1,065 | -37.0% | 0.05% | -42.9% |
Q4 2020 | $114,717,000 | – | 1,690 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Advisors, LLC | 1,016,718 | $71,384,000 | 25.21% |
Cassia Capital Partners, LLC | 277,658 | $19,494,000 | 19.46% |
Halpern Financial, Inc. | 686,429 | $48,194,154 | 18.80% |
Legacy Financial Advisors, Inc. | 819,533 | $57,539,000 | 14.30% |
AGILIS PARTNERS LLC | 304,638 | $21,389,000 | 13.23% |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 113,006 | $7,934,000 | 12.73% |
Summit Wealth Group, LLC | 145,055 | $10,184,000 | 12.03% |
Sovereign Investment Advisors, LLC | 378,540 | $26,577,000 | 11.51% |
Tillar-Wenstrup Advisors, LLC | 312,012 | $21,906,000 | 10.96% |
Darrow Company, Inc. | 156,538 | $10,990,000 | 10.87% |